Smart Client CRM
Har client ki complete story, ek screen par. Family linking, nominees, notes aur communication timeline.
RPRamesh Patel4 policies
MPMeena PatelSpouse
APAarav PatelNominee
AI CRM for insurance agents
Insurance business ka smart AI partner.Policies. Renewals. Clients. Sab Geenie ke saath.AI wala dost, har agent ke saath.Policies sambhale. Renewals yaad rakhe.
AiGeenie ek intelligent CRM hai jo insurance agents aur brokers ko policies manage karne, renewals track karne, meetings schedule karne, documents organize karne aur clients ko better service dene mein help karta hai.
Setup simple hai. Aapka data aapke control mein.
app.aigeenie.com/dashboard
Namaste, RakeshThursday, 12 Oct
Renewals
12
Meetings
5
Follow-ups
08
Renewal pipelineNext 30 days
RPRamesh PatelHDFC Life Term · 12 OctDue
SSSunita ShahStar Health Floater · 24 OctFollow-up
IQImran QureshiICICI Lombard Motor · 02 NovRenewed
Dashboard aur numbers illustrative sample data hain. Kisi real customer ka data nahi.
One place for every policy
Life, health, motor, travel. Insurer, premium, cover aur dates ek jagah.
Never miss a renewal
90/60/30/7-day reminders aur ek clear renewal pipeline.
Your documents, your control
Apna Google Drive connect kijiye. Files aapke Drive mein rehti hain.
AI answers from your business data
Normal language mein poochiye, Geenie authorised data se jawab dhoondhta hai.
- Made for insurance agents and brokers in India
- Powered by smart automation and AI assistance
A Regnum Tech & IIOE initiative
Insurance agent ka kaam easy nahi hota.
Policies, dates, follow-ups aur client details alag-alag jagah hone se important opportunities miss ho jaati hain.
Renewals miss ho jaate hain
Manual reminders aur registers ke chakkar mein follow-up late ho sakta hai.
Client details scattered rehte hain
Policy, nominee, documents, meetings aur communication ka complete view nahi milta.
Documents ka confusion
Policy copies aur KYC papers ko safely find karna time-consuming ho jaata hai.
Chhoti cheezein bhi important hoti hain
PUC, passport, licence, visa aur policy expiry jaise reminders client trust badhate hain.
AiGeenie ka smart system.
Har module ek hi jagah par: client se lekar claim tak, ek hi flow mein.
Policy Management
Saari policies organised. Search karo, turant pao. Life, health, motor, travel aur baaki types.
"star health floater"⏎
Star Health · Floater₹32,400
Star Health · Super TopUp₹8,900
Renewal Command Center
Koi renewal miss nahi, koi opportunity waste nahi. 90 / 60 / 30 / 7-day reminders, pipeline aur follow-up tasks.
90 din60 din30 din7 din
Is mahine 18 renewals7 done · 8 in follow-up · 3 pending
Meetings & Tasks
Aaj kya karna hai, Geenie yaad rakhega.
11:00 · Shah review
Call back · Qureshi
Claims Tracking
Claim ke time par better service, stronger client trust. Intimation se settlement tak ek timeline.
- Claim intimated04 Oct
- Documents submitted06 Oct
- Insurer reviewFollow-up 11 Oct
Life-Admin Reminders
Clients ko sirf insurance nahi, extra care bhi do. PUC, passport, visa, licence aur fitness certificate expiry.
PUC · MH-12-AB-441718 din
Passport · S. Shah4 mahine
Google Drive Document Storage
Documents aapke connected Google Drive mein. Control aapka, organisation Geenie ka.
Drive connectedAapka account
HDFC-Term-Policy.pdfDrive
Geenie Chat: AI Business Assistant
Apne business se sawal poochiye. Geenie relevant data se jawab dhoondhne mein help karega.
"Iss mahine kitne renewals hain?"
"Kal ki meetings kya hain?"
"Kaunse clients ka follow-up pending hai?"
Important decisions ke liye records ko verify karein.
Team and Role Management
Har team member ko sahi access, sahi data. Admin, Back Office, Broker aur Viewer roles.
Priya · Back OfficeLimited
Rakesh · AdminFull
Secure Billing and Subscription
Simple billing, organized invoices, controlled portal access.
Invoice · INV-0042Paid
Next billing01 Nov
3 simple steps mein AiGeenie shuru karein.
01
Account banayein
Apna brokerage profile banayein aur plan choose karein.
02
Apna data set karein
Clients, policies aur team members add karein. Chahe to Google Drive connect karein.
03
Business ko smarter banayein
Renewals track karein, follow-ups manage karein aur Geenie se insights poochiye.
AiGeenie, ab aapke pocket mein.
Client meeting ho, renewal follow-up ho ya policy check karni ho, AiGeenie ke saath business ka control aapke haath mein rahega.
QR needs JavaScript. The link below works without it.
Android app live
https://aigeenie.com/download
Google Play se download karein
Android app ab Play Store par hai. Phone se QR scan karein, ya neeche ka button dabaiye.
https://aigeenie.com/download9:41
12Renewals due
06Calls aaj
Aaj ke follow-ups3
- RPDue
- SSCall
- IQDone
Kal2
- MP
- AK
Sample data shown
Simple pricing. Clear value.
Apne business size ke hisaab se plan choose karein.
Diwali Special ends 9 Nov 2026, 11:59 pm IST
Free
Try everything free for 3 days
Free/3 days
No card needed
Abhi Shuru Karein- Up to 10 clients
- 1 user
- Clients & households
- Policy management — sab types
- Renewal pipeline aur reminders
- Tasks & follow-ups
- Meetings & calendar
- Claims tracking
- Life-admin expiry reminders
- Google Drive document connection
- WhatsApp reminders
Diwali Special
Diwali offer — two years for the price of one.
₹11,000/2 years
1 year paid, 2 years of use
₹22,000 Flat ₹11,000 off
- Unlimited clients
- Unlimited users
- Clients & households
- Policy management — sab types
- Renewal pipeline aur reminders
- Tasks & follow-ups
- Meetings & calendar
- Claims tracking
- Life-admin expiry reminders
- Google Drive document connection
- WhatsApp reminders
Applicable payment-method charges, if any, will be shown before payment.Billing details Terms & Conditions mein di gayi hain.
Aapka business data, aapka control.
We use practical security controls designed to protect access and data.
Role-based access control
Admin, Back Office aur Broker roles. Har member ko sirf apna scope dikhta hai.
Tenant-level data separation
Har brokerage ka data apne tenant boundary ke andar rehta hai.
Controlled billing access
Billing aur invoices sirf authorised roles ke liye open hote hain.
Activity logging
Key actions ke liye audit/activity log maintain kiya jaata hai.
Your own Google Drive
Agent-connected Drive option. Policy copies aapke Drive mein organise hoti hain.
Payments via gateway
Payments configured payment gateway ke through process hote hain. Card CVV ya UPI PIN store nahi hota.
Built for the everyday insurance professional
“Ek agent ka sabse bada asset uska client relationship hai. AiGeenie us relationship ka admin work sambhalta hai, taaki aap client ke saath time bita sakein.”
Common sawal.
Aur kuch poochna hai? Hum se baat kijiye.
AiGeenie kis ke liye hai?
AiGeenie insurance agents, brokers, POSP advisors aur agency teams ke liye built hai.
Kya main policies aur renewals manage kar sakta hoon?
Haan. Aap policies, renewal dates, follow-ups, meetings aur client details ek jagah organise kar sakte hain.
Kya documents Google Drive mein save ho sakte hain?
Supported setup mein aap apna Google Drive connect karke policy documents apne connected Drive mein organise kar sakte hain. Data handling aur access details ke liye Privacy Policy dekhein.
Geenie Chat kya karta hai?
Geenie Chat aapko authorised CRM data se related questions poochne aur business information ko samajhne mein help karta hai. Important records aur decisions ko hamesha verify karein.
Kya Hindi ya Hinglish mein use kar sakte hain?
Haan, Geenie Chat Hindi, English, Hinglish aur selected Indian languages mein queries understand karne ke liye designed hai.
Kya free trial milega?
Haan. 3 din ka free trial milta hai — saare features khule, 10 clients aur 1 user tak. Trial ke baad kaam jaari rakhne ke liye paid plan lijiye.
Payment ke baad portal kab active hoga?
Payment gateway se secure verification ke baad account activation hota hai. Agar payment pending ho, billing page par status aur support option available rahega.
Kya team members add kar sakte hain?
Haan, selected plans mein Admin, Back Office aur Broker roles ke saath team members add kiye ja sakte hain.
Kya main subscription cancel kar sakta hoon?
Subscription terms aur cancellation options Billing section aur Terms & Conditions mein available honge.
AiGeenie ka sahi spelling kya hai — Ai Geenie, Ai Genie ya AiGeenie?
Sahi naam AiGeenie hai (aigeenie.com). Log ise Ai Geenie, AI Genie, AiGenie, Ai Geini ya Ai Geeni bhi likhte hain — sab isi insurance advisor CRM ki baat kar rahe hain.
Renewals ko stress nahi, growth ka chance banaiye.
AiGeenie ke saath policies, clients aur follow-ups ko ek smart system mein layein.
